Summary
Overview
Work History
Education
Skills
Certification
Timeline
SalesAssociate
SELMOR REID

SELMOR REID

Toronto,ON

Summary

Dedicated and customer-obsessed financial services Professional with 10+ years of experience developing sales initiatives, growing client relationships, and executing business programs. Highly analytical with a people-centric personality and keen attention-to-detail. Possesses technology focus and is adept at collaborating on project teams to drive business goals in fast-paced remote or on-site environments.

Overview

12
12
years of professional experience
2
2

Certifications

Work History

Business and Strategy Analyst

Scotiabank
09.2022 - 12.2022
  • Analyzed key aspects of business operations in four (4) key markets to evaluate factors driving results and summarized them into presentations.
  • Streamlined competitive analysis reporting structure to improve future workflows.
  • Provided data analytics of financial and non-financial data of over 15 competitors and added new datasets to the SharePoint data repository.
  • Generated business intelligence reports to inform strategic decision-making for International Wealth Management to retain top three (3) ranking.

Customer Experience Associate

TD Bank
06.2022 - 08.2022
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Engaged in cross-selling and up-selling activities and made referrals and generated 10% in additional new business.
  • Provided legendary customer experiences and documented interactions in Customer Relationship Management (CRM) tool.
  • Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.

Personal Financial Officer

NCB Financial Group
09.2015 - 08.2021
  • Established new accounts for 50+ high net worth individuals and small businesses and serviced existing accounts to maximize revenue and grew portfolio by 20%.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted over 100 new customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Escalated service issues to the appropriate teams and followed up until resolution.
  • Supervised over 10 service team members ensuring full compliance with standard operating procedures.

Business Development Representative

NCB Financial Group
09.2010 - 09.2015
  • Built and maintained long-term relationships with over 300 new clients and increased product adoption.
  • Managed sales funnel of customers through outbound client communication leading to 90% retention rate.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
  • Brought in new accounts through successful networking strategies and promotional approaches.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Education

Ontario Graduate Certificate - Advanced Project Management And Strategic Leadership

Lambton College
Toronto, ON
12.2022

BBA - Finance

The University of Technology
Kingston, JM
07.2007

Skills

  • Client Relationship Management
  • Certified Scrum Master
  • Project Management
  • Business Analysis
  • Retail Banking
  • Business Development

Certification

  • CC - Certified in Cybersecurity (ISC2)
  • CSM - Certified Scrum Master (Scrum Alliance)

Timeline

Business and Strategy Analyst

Scotiabank
09.2022 - 12.2022

Customer Experience Associate

TD Bank
06.2022 - 08.2022

Personal Financial Officer

NCB Financial Group
09.2015 - 08.2021

Business Development Representative

NCB Financial Group
09.2010 - 09.2015

Ontario Graduate Certificate - Advanced Project Management And Strategic Leadership

Lambton College

BBA - Finance

The University of Technology

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